How to Find the Right Financial Advisor financial advisor

by Krabihometownbt1
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Finding the right financial advisor can be a challenge. It’s hard to find someone who you can trust when it comes to managing your money. In this video, I team up with Paul Roldan of AllGen Financial Advisors to help you make the right choice. You’ll learn what a financial advisor is, how a financial advisor is compensated, and what standards different financial advisors are bound by. You’ll come away with an understanding of what to look for in a financial advisor, where to look, and what kinds of questions to ask.

Have you ever worked with a financial advisor? What was it like? Let me know in the comments.

For our entire conversation, check out the Practical Personal Finance Podcast, and look for episode number 4:

Check out AllGen Financial on YouTube:
Check out the AllGenFinancial Website:

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How to Use the Cash Envelope System:

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6 comments

K Flo 07/09/2021 - 2:32 Chiều

You see, I thought financial advisors were just for people that had too much money and don't know what to do with it. Thanks for setting me right.

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The Neely's present Grandma's Wealth Wisdom 07/09/2021 - 2:32 Chiều

new subscriber. I found you through Jessie. I like to ask every financial advisor. "what do you do with your money". if they don't do what they want you to do it may be a red flag.

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Lukas - Real Estate & Investing Channel 07/09/2021 - 2:32 Chiều

Great video Andrew! Just happen to come across your channel 😀

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That Money Guy 07/09/2021 - 2:32 Chiều

I really enjoyed your video! Would you be willing to give me some feedback on my videos? I make videos related to anything money and I would love to grow and improve my videos in any way I can!

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Demetri Panici - Productivity Apps / Minimalism 07/09/2021 - 2:32 Chiều

As someone who has family in the financial advising industry this is really important!

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THRIVE Trading & Investments 07/09/2021 - 2:32 Chiều

Great video with some really insightful recommendations! Such an under talked about subject on youtube

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